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Miller Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Miller Financial Services’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
14,900
-140
-0.9% -$14K 1.62% 15
2025
Q4 		$1.5M Sell
15,040
-1,394
-8% -$140K 1.76% 13
2025
Q3 		$1.65M Sell
16,434
-51
-0.3% -$5.06K 1.9% 11
2025
Q2 		$1.64M Sell
16,485
-356
-2% -$34.9K 2.08% 12
2025
Q1 		$1.67M Sell
16,841
-89,381
-84% -$8.74M 2.39% 9
2024
Q4 		$10.3M Buy
+106,222
New +$10.5M 8.69% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Miller Financial Services's AGG Position: Q1 2026 in Review

Miller Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.93% in Q1 2026, selling an estimated $14K and leaving 14,900 shares worth $1.48M. The position accounts for 1.62% of the portfolio, ranked #15.

Miller Financial Services first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2024. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Miller Financial Services held 14,900 shares of iShares Core US Aggregate Bond ETF worth $1.48M as of Q1 2026.
  • Miller Financial Services sold 140 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $14K.
  • iShares Core US Aggregate Bond ETF made up 1.62% of Miller Financial Services's portfolio in Q1 2026, its #15 holding.
  • Miller Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's iShares Core US Aggregate Bond ETF position peaked at $10.3M in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.